See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,077 | $47,977-8.1% | $154,107-71.4% | $56,287-21.7% |
| Participation rate | 97.3% | 66.2%+31.2pp | 83.0%+14.3pp | 69.9%+27.5pp |
| Annual return | 6.35% | 3.54%+2.8pp | 735.12%-728.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $7,168 | $2,169+230.5% | $5,298+35.3% | $2,111+239.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-99.9% | $13,411-100.0% | $521-99.9% |